USPTO serial 86787547
PRIVATE RETIREMENT TRUST
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Nov 1, 2016
- Examiner
- MILTON, PRISCILLA
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Irvine, CA, US
Irvine, CA, US
Newport Beach, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Andrew R. Nelson
Andrew R. Nelson Salient Counsel PC26522 La Alameda #180Mission Viejo, CA 92691United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business management in the field of planning, risk management, administration, and compliance, related to retirement plans and trusts provided by others; Business administration services in the field of retirement plans and financial trusts provided by others | ACTIVE | Jun 29, 2015 |
| 036 | Financial administration services, namely, providing a trust program and a retirement plan program, which are used by others to provide retirement plans and trusts to consumers | ACTIVE | Jun 29, 2015 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by CA Troop #704, LLC
- Other trademarks owned by CA Troop #704, LLC
- Other trademarks owned by NICHOLS, DUSTIN I
- Other trademarks in Class 035
- Other trademarks in Class 036
- Similar marks named PRIVATE RETIREMENT TRUST
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 17, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Mar 17, 2026 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Mar 17, 2026 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Mar 17, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 29, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Nov 1, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Sep 24, 2025 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Sep 24, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 24, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Sep 24, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 23, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 23, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 23, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 23, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 23, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 3, 2022 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jun 3, 2022 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| May 24, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 13, 2021 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Nov 1, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Oct 9, 2019 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Nov 1, 2016 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Sep 26, 2016 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Sep 21, 2016 | ALIE | ASSIGNED TO LIE | — |
| Sep 7, 2016 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Sep 6, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 6, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 6, 2016 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Sep 6, 2016 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Sep 6, 2016 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Sep 6, 2016 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 10, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 9, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 9, 2016 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 12, 2016 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Feb 12, 2016 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Feb 12, 2016 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Feb 4, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 19, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 17, 2015 | NWAP | NEW APPLICATION ENTERED | — |